---
title: "Model Overview"
slug: "model-overview"
updated: 2025-05-05T12:47:44Z
published: 2025-05-05T12:47:44Z
canonical: "kb.easysend.io/model-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Model Overview

## Model Introduction

The following sections describe what the Model is, how to access it, and the structure of its main screen.

## What is the Model?

The Model is the second layer of the digital process. It is where you set the logic and behavior of a digital process. Using the Model You can perform the following actions:

- Create transaction data items
- Associate a transaction data item with a component
- Set data types
- Select data values
- Define data visibility and editability conditions
- Apply validation rules
- Add roles and permissions
- Create formulas
- Add tags and metadata

## How to Access the Model

(See **Figure 1** and **Figure 2**)

There are two ways to access the Model. The first way is by clicking the Model tab (1):

![Model Tab.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655792725735.png)

**Figure 1: Model Tab**

The second way to access the Model is through the Properties section after adding a component to the canvas of a Webflow:

1. Drag or click a component to add it to the canvas.

*Result:*

The Properties section appears on the right side of the screen (1):

![The Properties section appears on the right side of the screen. On the Properties section, click the </> icon.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655793659599.png)

**Figure 2: Properties Section**

1. On the Properties section, click the **</>** icon (2).

NOTE

- The second method is usually used for connecting components to the Model, for operational usage, please use the first method.
- Some components, like the Grid, do not have the Model option on their Properties section because connecting it to the Model is not required.

## Model Main Screen

NOTETo quickly learn about the structure of the Model's main screen, watch the following video.

[Embedded content](https://www.youtube.com/embed/BKrdjpCGEc8?&amp;wmode=opaque&amp;rel=0)

**Figure 3** and **Table 1** describe the structure of the main screen of the Model.

![Model Main Screen.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685940674017.png)

**Figure 3: Model Main Screen**

**Table 1: Model Main Screen**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | Transaction Data | - Displays the transaction data items - Enables to create new transaction data items using the create item… option |
| 2 | Metadata | Displays the metadata NOTEFor additional information about Metadata, click [here](/v1/docs/model-metadata-items). |
| 3 | Filter | Enables to search transaction data items by name |
| 4 | create item… | Enables to create a new transaction data item |

When clicking a transaction data item or a metadata item the General Details section appears:

![General Details.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1685940896156.png)

**Figure 4: General Details**

This section enables you to configure transaction data items/metadata items with:

- Data types
- Values
- Conditions
- Validation Rules
- Permissions

NOTE

For additional information see the [Model Implementation](/v1/docs/model-implementation) articles

NOTEFor detailed information about transaction data items, see the [Connecting the Model to a Webflow](https://kb.easysend.io/docs/model-overview#connecting-the-model-to-a-webflow) section and its sub-sections.

## 

## Connecting the Model to a Webflow

The Model is the backend of the digital process. Adding components to a canvas of a Webflow creates the structure of the digital process, but for a digital process to function, to be able to receive and display data, and to work by what you defined and specified, the components must be connected to the Model.

### Model - Transaction Data Items

**(**See **Figure 5)**

After adding components to a Webflow, you need to create transaction data items. The transaction data items define the data structure of the Webflow, and their main purpose is to connect components to the Model by association. All the information inputted through the Webflow components is stored on them. An item is created with a name and a specific data type that will be determined according to the type and functionality of the component that it will be associated with. For example, suppose a Webflow contains a Text Input component that customers use to input their first name. In that case, you will connect the component to the Model by creating a string type (1) transaction data item with a suitable name such as firstName (2), and associate it to the component.

![Transaction Data.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-x8clz09y.png)

**Figure 5: Transaction Data**

Once the transaction data item is created, you can use it to configure additional Model features such as visibility conditions and validation rules.

NOTEYou can create up to 600 data items in a Model.

The configurations will be applied to the component associated with the transaction data item (for additional information, see the [Model Implementation](/v1/docs/model-implementation) articles).

NOTETransaction Data Items are also used to connect PDF fields to the Model. For additional information, see the [PDF Overview](/v1/docs/pdf-overview) and [Creating and Defining a PDF](https://kb.easysend.io/docs/creating-and-defining-a-pdf) articles.

#### Transaction Data Items - Right-Click Menu

(See **Figure 6** and **Figure 7**)

Right-clicking a transaction data item displays a menu (1) that allows you to perform the following actions:

![Right-Click Menu Options: delete, cut, copy.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1665302101995.png)

**Figure 6: Right-Click Menu Options**

- Delete Field
- Cut
- Copy

Once an item is cut or copied, additional paste options appear (2):

![Additional Right-Click Menu Options: paste above, paste below.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1665302191046.png)

**Figure 7: Additional **Right-Click Menu Options****

- Paste Above
- Paste Below

#### Transaction Data Item Details

**Figure 8** and **Table 2** describe the different details of a transaction data item.

![Transaction Data Item Details.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-ksbvu0lr.png)

**Figure 8: Transaction Data Item Details**

**Table 2: Transaction Data Item Details**

| **Number** | **Name** | **Description** |
| --- | --- | --- |
| 1 | Id | Displays the Id of an item NOTE - The Id of an item is identical to the path of the item - It is not recommended to change the Id of an item |
| 2 | Path | Displays the path of an item NOTE - The path of an item is identical to the Id of the item - It is not recommended to change the path of an item |
| 3 | Type | Enables to set the data type of the component associated with a transaction data item: - object - string - boolean - file - signature NOTEFor additional information, see the [Filed Types](/v1/docs/field-types) article |
| 4 | isArray | Enables to specify if a component associated with a transaction data item will function as an array |
| 5 | DefaultValue | Enables to set a default value for the component associated with the transaction data item. If the component is a Checkbox the default value is checked. |
| 6 | Label | Not in use |
| 7 | Values | Enables to set the data input method of the component associated with a transaction data item: - User Input (Default) - Formula - Autocomplete Service - Multi-option - Computed (Service) - Computed (Inline) - Expression NOTE For additional information about values, see the [Values](/v1/docs/values) article. |
| 8 | Condition | Enables to set conditions that determine when the component associated with a transaction data item will be: - Visible or hidden - Editable or disable NOTE For additional information about conditions, see the [Conditions](/v1/docs/conditions) article. |
| 9 | Validations | Enables to apply built-in validation rules that validate the integrity of the data received through the component associated with a transaction data item NOTE For additional information about validations, see the [Validations](/v1/docs/validations) article. |
| 10 | Permissions | Enables to apply access permissions for a component associated with a transaction data item. The permissions are: - full (edit) - readonly (view only) - None (not visible) NOTE The permissions will be applied to different roles created through the Process Settings screen of the Webflow (for additional information about creating roles see the [Configuring a Workflow](/v1/docs/configuring-a-workflow) article, for detailed information about permissions, see the [Permissions](/v1/docs/permissions) article) |
| 11 | Metadata | Enables to tag a component associated with a transaction data item when conveying information to the Journey Sender NOTEFor additional information, see the [Journey Sender](/v1/docs/journey-sender) article |
| 12 | Delete field | Enables to delete the transaction data item |

#### How to Create Transaction Data Items?

There are two ways to create a transaction data item:

- Using the Model screen.
- Using the Component Properties section.

#### Creating a Transaction Data Item Using the Model Screen

(See **Figure 9** to **Figure 11**)

To create a transaction data item using the Model screen, perform the following steps:

![create item… Option.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-8k3owzjd.png)

**Figure 9: create item… Option**

1. Click the **create item…** option (1).

*Result:*

The create item… option disappears, and the **item name** field (2) appears:

![item name field.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-1sabo0o1.png)

**Figure 10: item name field**

1. Click the **item name** field (2), input a name, and press enter.

NOTE

- A transaction data item name must be unique.
- Suppose the transaction data item name contains two words or more. In that case, the first word will be written in all lowercase letters while the next words will also be written in lowercase letters excluding the first letter of each word, for example, firstName or customerFirstName.
- Numbers, special characters such as % or &, and spaces cannot be used.
- Some words such as name, true, and false cannot be used because they are reserved JavaScript keywords.

*Result:*

The transaction data item is saved (3), and its details appear on the right side of the screen (4):

![Created Transaction Data Type Item and its Details.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-5qhtbtqd.png)

**Figure 11: Created Transaction Data Type Item and its Details**

NOTE

For more information about how to use the details of a transaction data item to configure additional Model features, see the [Model Implementation](/v1/docs/model-implementation) articles.

#### Creating a Transaction Data Item Using the Properties Section

(See **Figure 12** to **Figure 15**)

To create a transaction data item with data type using the Properties section, perform the following steps:

1. Click a component (1) that was added to the canvas.
2. Click the word appearing next to the **</>** icon (2).

![Click a component that was added to the canvas. Click the word appearing next to the </> icon.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655794014773.png)

**Figure 12: Properties Section**

1. Enter the transaction data name (3). When you are done, click the **create** option (4).

![Enter the transaction data name. When you are done, click the create option.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797088581.png)

**Figure 13: New Name and Create Option**

NOTE

- A transaction data item name must be unique.
- Suppose the transaction data item name contains two words or more. In that case, the first word will be written in all lowercase letters while the next words will also be written in lowercase letters excluding the first letter of each word, for example, firstName or customerFirstName.
- Numbers, special characters such as % or &, and spaces cannot be used.
- Some words such as name, true, and false cannot be used because they are reserved JavaScript keywords.

*Result:*

The transaction data item is saved:

![Click the </> icon.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797101354.png)

**Figure 14: Accessing the Model**

1. Click the **</>** icon (5).

*Result:*

The Model main screen appears with the created transaction data item (6) and its details (7):

![The Model main screen appears with the created transaction data item and its details.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-eb96dvou.png)

**Figure 15: Created Transaction Data Type Item and its Details**

NOTECreating a transaction data item using the properties section of a component automatically associates the component with the transaction data item.NOTEFor more information about how to use the details of a transaction data item to configure additional Model features, see the [Model Implementation](/v1/docs/model-implementation) articles.

#### How to Associate Components with a Transaction Data Item?

(See **Figure 16** to **Figure 20**)

There are two ways to associate components with a transaction data item:

- The first way as previously described in the article (see the Creating a Transaction Data Item Using the Properties Section).
- The second way requires you to first create the transaction data item using the Model main screen:

1. Perform the steps described in the Creating a Transaction Data Item Using the Model Screen section.

![Click the OK button.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-f8jcwcqv.png)

**Figure 16: OK Button**

1. Click the **OK** button (1).

*Result:*

- The **Model** main screen closes.
- The **Webflow** main screen appears:

![Click the word appearing next to the </> icon.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797352275.png)

**Figure 17: Properties Section**

1. Perform one of the following options:

- Option 1:
  1. Click the word appearing next to the **</>** icon (2).
  2. Type the name (3) of the transaction data item you created and click it (4).

![Click the word appearing next to the </> icon. Type the name of the transaction data item you created and click it.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797553104.png)

**Figure 18: Transaction Data Item Name**

*Result:*

The component is associated with the transaction data item.

- Option 2:

![Click the desired component. Click the </> icon.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1655797660337.png)

**Figure 19: Accessing the Model Main Screen**

1. Click the desired component (1).
2. Click the **</>** icon (2).

*Result:*

The **Model** main screen appears:

![Click the desired transaction data item. Click the OK button.](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/model-introduction-image-x4kna8co.png)

**Figure 20: Transaction Data Item Association**

1. Click the desired transaction data item (3).
2. Click the **OK** button (4).

*Result:*

The component is associated with the transaction data item.

NOTEWhen an association is successful, the associated transaction data item will be highlighted in yellow. If the transaction data item is not highlighted, perform the association process again.

## Related

- [Model Implementation](/model-implementation.md)
- [Setting Up the Model](/setting-up-the-model.md)
- [Journey Sender](/journey-sender.md)
- [Configuring a Workflow](/configuring-a-workflow.md)